Create multiple sub-user logins under a single account. To enable sub-user logins, go to User Menu > Subscription to purchase add-on. Navigate to the Sub-users configuration dialog by selecting User Menu > Sub-users.

• Sub-user roles
• Sub-user role form

1. The following options are located on the toolbar

• Search: Allows you to search for specific data
• Refresh: Updates the current view by reloading the data
• Export to Excel: Enables exporting the current view data to an Excel file.
• New: Creates a new entry or record in the system.

1. Data Table:

• : Expand row data to view more details. (available only in Mobile View)
• : Modify row data details (Mobile View: expand row to access)
• : Delete row data (Mobile View: expand row to access)
• Role Name: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)

* Permission Level:

• No Access: User cannot view or interact with the data/feature/module.
  • The corresponding page or menu item will be hidden from the user interface.
• Select-Only: User can select values from a drop-down list but cannot view underlying details.
  • Applicable only to data objects that are selectable in other forms.
  • A user with “Select-Only” permission for Products can select a product in the invoice form, but cannot view or edit product details. A user with “No Access” to Products cannot even select products in the form.
• Read-only: User can view data and details but cannot make any changes.
• Full-Access: User has full control, including viewing, editing, creating, and deleting data.

* Sub-user role form fields includes:

• Role Name: Name of sub-user role (e.g. Manager, Sales, Accountant, etc)
• Settings:
  • Setting: Permission to manage user settings.
  • User Profile: Permission to manage user profile.
• Business Transaction:
  • Invoice: Permission to manage invoices.
  • Quotation: Permission to manage quotation.
  • Sales Order: Permission to manage sales order.
  • Purchase Order: Permission to manage purchase order.
  • Expense: Permission to manage expense.
  • Scheduling: Permission to manage the scheduling of tasks or deliveries.
  • Self-billed e-Invoice: Permission to manage self-billed e-Invoices.
  • Audit Trail: Permission to view the audit trail for system activities.
• Dashboard:
  • Dashboard: Permission to open the Dashboard page
  • Dashboard Pending Job: Permission to view pending job details and complete job at the Dashboard Page.
  • Dashboard Sales Data: Permission to view sales figures, metrics and chart at Dashboard page.
  • Dashboard Financial Data: Permission to view financial metrics at Dashboard page.
  • Dashboard Top Products: Permission to view top selling products ranking at Dashboard page.
  • Dashboard Top Services: Permission to view top selling services ranking at Dashboard page.
  • Dashboard Employee Summary: Permission to view employee summary at Dashboard page.
  • Dashboard Team Summary: Permission to view the team summary at Dashboard page.
• Inventory Control:
  • Inventory: Permission to manage inventory and inventory adjustment.
  • Ship: Permission to ship items.
  • Replenish: Permission to replenish items.
• Data Management:
  • Customer: Permission to manage customers.
  • Supplier: Permission to manage suppliers.
  • Pricing: Permission to manage pricing.
  • Industry: Permission to manage industries.
  • Product: Permission to manage products.
  • Product Type: Permission to manage product types.
  • Service: Permission to manage services.
  • Task: Permission to manage tasks.
• Accounting and Finance:
  • View Costing: Permission to view costing information.
  • Chart of Accounts: Permission to manage chart of accounts.
  • Journal: Permission to view journal and add a manual journal entry.
  • Financial Reports: Permission to generate financial reports.
  • Debtor Statements: Permission to generate debtor statements.
  • Creditor Statements: Permission to generate creditor statements.
  • Bank Reconcilation: Permission to perform bank reconcilation.